▸▸▸▸▸▸ Enrollment for Your First Rental Property just closed — get on the waitlist for the next one 👉 https://courses.affordanything.com/ We are currently on the precipice of the largest transfer of wealth in human history. Over the next two decades, an estimated $84 trillion to $100 trillion will pass from older generations to younger ones. This shift will fundamentally change the economic landscape, but for the individuals involved, it often starts with a single, overwhelming question: “What do I do with this?” Joe and I discuss the implications of this transfer and help you build a solid inheritance investment strategy. We’ll answer your questions about how to manage a sudden windfall, why international diversification feels so “boring” right now, and the mechanics of choosing the right index funds for a long-term portfolio. Resources Join the YFRP course (until May 21st only!) 👉 https://courses.affordanything.com Stay in the loop 👉 https://affordanything.com/newsletter Join our community 👉 https://affordanything.com/community Have a question you’d like to ask Paula & Joe? Submit it here 👉 https://affordanything.com/voicemail Chapters (00:00) Introduction (02:00) Karen asks: Managing a $350k trust inheritance for kids, taxes, and FAFSA impact (14:10) Dealing with High-Fee Mutual Funds & Inherited Advisor Relationships (27:28) Matt asks: Real Estate Portfolio Tracking and Market Rebalancing (36:15) Tactical Asset Location and Portfolio Simplification Strategies (49:05) Kate asks: The Logistics of Merging Pre-Tax and Roth Retirement Accounts (58:30) Broad Market Indexing: How to Maximize Efficiency and Keep Costs Low (01:05:20) Final Takeaways: Navigating Windfalls and Personal Accountability #financialplanning #inheritance #investing #wealthtransfer _______________ Subscribe via Apple Podcasts: https://affordanything.com/applepodcasts Full show notes for the episode: https://affordanything.com/episode716 Get our show notes in your inbox: https://affordanything.com/shownotes Follow us! IG: https://instagram.com/paulapant Twitter: https://twitter.com/affordanything FB: https://facebook.com/affordanything Community: https://affordanything.com/community